Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,185 | $49,891+4.6% | $80,607-35.3% | $75,181-30.6% |
| Participation rate | 92.6% | 55.3%+37.3pp | 67.0%+25.6pp | 67.2%+25.4pp |
| Annual return | 14.22% | 34.67%-20.4pp | 936.11%-921.9pp | 160.69%-146.5pp |
| Employer contribution / active EE | $3,602 | $1,698+112.1% | $2,724+32.2% | $2,671+34.9% |
| Participant deferral / active EE | $4,016 | $2,991+34.2% | $4,448-9.7% | $4,126-2.7% |
| Admin fee / account holder | $6,494 | $3,578+81.5% | $5,379+20.7% | $5,650+14.9% |